JF
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Joule Financial’s Uber UBER Stock Holding History

Joule Financial’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,664
Closed -$1.43M – 114
2024
Q4 		$1.43M Buy
23,664
+729
+3% +$52.1K 0.5% 28
2024
Q3 		$1.72M Sell
22,935
-2,497
-10% -$176K 0.63% 23
2024
Q2 		$1.85M Buy
25,432
+3,648
+17% +$254K 0.75% 19
2024
Q1 		$1.68M Sell
21,784
-2,822
-11% -$203K 0.69% 21
2023
Q4 		$1.51M Sell
24,606
-1,083
-4% -$56.7K 0.7% 18
2023
Q3 		$1.18M Sell
25,689
-971
-4% -$44.4K 0.6% 24
2023
Q2 		$1.15M Buy
26,660
+7,724
+41% +$287K 0.59% 24
2023
Q1 		$600K Buy
18,936
+3,343
+21% +$106K 0.32% 42
2022
Q4 		$386K Buy
15,593
+4,021
+35% +$110K 0.26% 53
2022
Q3 		$307K Buy
11,572
+241
+2% +$6.66K 0.23% 63
2022
Q2 		$232K Buy
+11,331
New +$301K 0.18% 67

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return